ESOP · DOL Form 5500 · 2024

Jackson Wholesale Hardware Co ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
104
Participants Small participant base
68th
Percentile by assets National rank
$173,847
Avg per participant Above avg balance/head
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Official DOL plan name: Hci Supply Employee Stock Ownership Plan · Sponsored by Jackson Wholesale Hardware Co · Tennessee · Wholesale Trade

$18M in assets, 104 participants

Jackson Wholesale Hardware Co's Hci Supply Employee Stock Ownership Plan reported $18M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,845 in Wholesale Trade (6,080 peers)

Coverage in Tennessee

Hci Supply Employee Stock Ownership Plan covers 104 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $18M.

#3,845
in Wholesale Trade (6,080 peers)
+10.4%
assets growth YoY

Hci Supply Employee Stock Ownership Plan's outsized position by total assets

Hci Supply Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,080,083 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Hci Supply Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hci Supply Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hci Supply Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hci Supply Employee Stock Ownership Plan reported participants rose from 93 in the plan year 2023 filing to 104 in the plan year 2024 filing.
  • Hci Supply Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620993378 · Jackson Wholesale Hardware Co PY 2024 · ESOP

Hci Supply Employee Stock Ownership Plan · $18M · 104 · 68th

  • EIN $18M
  • RANK 104
  • PHOTO 68th
  • IND ESOP
  • EOY near Contempora Fabrics, Inc. Employee Stock Ownership Plan
  • 5500 ind #3845

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Tennessee →

Hci Supply Employee Stock Ownership Plan in the asset neighbourhood

Hci Supply Employee Stock Ownership PlanHci Supply Employee Stock Ow…$18MContempora Fabrics, Inc. Employee Stock Ownership PlanContempora Fabrics, Inc. Emp…$18MNorth River Boats Employee Stock Ownership PlanNorth River Boats Employee S…$18MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$18MPacific Utility Installation, Inc. Employee Stock Ownership PlanPacific Utility Installation…$18M
End-of-year total assets ($M) among Hci Supply Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)-$16M
Net Income$2M
Employer EIN620993378
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Wholesale Hardware Co)

Sponsor-wide plan assets over time

All Jackson Wholesale Hardware Co plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.121336898395725% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.1M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 88 $13M
2023 1 93 $16M
2024 1 104 $18M

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Hci Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Hci Supply Employee Stock Ownership Plan, Total assets ($M): 18.080083 · Participants: 104Hci Supply Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Hci Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Hci Supply Employee Stock Ownership Plan side-by-side with 3 peers →

Hci Supply Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Contempora Fabrics, Inc. Employee Stock Ownership Plan in NC ($18M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hci Supply Employee Stock Ownership Plan assets move in 2024? ▼
Hci Supply Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2024, from $16M to $18M. Reported net income was $2M.
How have Jackson Wholesale Hardware Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Wholesale Hardware Co's sponsor-wide assets grew 38.1%, from $13M to $18M.
Which ESOP plans are similar in size to Hci Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Contempora Fabrics, Inc. Employee Stock Ownership Plan in NC ($18M, 82 participants).
Which ESOP plans cover a similar participant headcount to Hci Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620993378.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.